Ulland Investment Advisors’s Energy Transfer Partners ET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Hold |
14,000
| – | – | 0.19% | 56 |
|
|
2025
Q1 | $260K | Hold |
14,000
| – | – | 0.22% | 49 |
|
|
2024
Q4 | $274K | Hold |
14,000
| – | – | 0.17% | 47 |
|
|
2024
Q3 | $225K | Sell |
14,000
-143
| -1% | -$2.3K | 0.16% | 57 |
|
|
2024
Q2 | $229K | Hold |
14,143
| – | – | 0.16% | 56 |
|
|
2024
Q1 | $222K | Buy |
14,143
+143
| +1% | +$2.25K | 0.18% | 56 |
|
|
2023
Q4 | $193K | Buy |
14,000
+9,500
| +211% | +$131K | 0.19% | 55 |
|
|
2023
Q3 | $63K | Hold |
4,500
| – | – | 0.07% | 92 |
|
|
2023
Q2 | $57K | Buy |
+4,500
| New | +$57K | 0.06% | 98 |
|